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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $1,690 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$4,011 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,321 | $63,924+382.3% | $108,582+184.0% | $55,167+458.9% |
| Participation rate | 93.7% | 74.3%+19.4pp | 79.6%+14.1pp | 69.0%+24.7pp |
| Annual return | 0.39% | 15.31%-14.9pp | -51.70%+52.1pp | 169.23%-168.8pp |
| Employer contribution / active EE | $21,758 | $1,879+1057.9% | $3,758+478.9% | $1,963+1008.6% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | -$17 | $618-102.8% | $7,645-100.2% | $504-103.4% |